Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Industrial REITs0.21%-0.04 ppTelecom Tower REITs0.31%-0.03 ppHealth Care REITs0.19%+0.03 ppMulti-Family Residential REITs0.15%-0.03 ppData Center REITs0.22%-0.03 ppHotel & Resort REITs0.08%-0.02 ppOther Specialized REITs0.05%+0.01 ppOffice REITs0.06%-0.01 ppTimber REITs0.04%-0.01 ppReal Estate Services0.12%-0.01 ppSingle-Family Residential REITs0.04%-0.01 ppSelf-Storage REITs0.15%+0.00 ppRetail REITs0.23%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.23%
Industry change · 12M
-0.00 pp
Retail REITs · contribution
-0.004 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2024 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Regency Centers → REG | United States | $12.4bn | 0.022% | -0.009 pp | -0.002 pp | +7.2% | No |
| Federal Realty Investment Trust → FRT | United States | $9.3bn | 0.017% | -0.008 pp | -0.001 pp | +14.8% | No |
| Kimco Realty → KIM | United States | $14.6bn | 0.026% | -0.010 pp | -0.001 pp | +13.1% | No |
| Simon Property Group → SPG | United States | $43.5bn | 0.078% | -0.037 pp | +0.001 pp | +30.4% | No |
| Realty Income → O | United States | $50.0bn | 0.090% | -0.044 pp | +0.000 pp | -0.6% | No |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.